Richard Rebori has been Principal of Point B Planning since August 2014, is a control person of the firm and directly owns between 25% and 50% of it. Richard Rebori holds a Bachelor of Business Administration in Finance from the University of Notre Dame.
Point B Planning, LLC is a Katonah, NY firm with $114M under management, 97 clients and 2 advisers in one office, as of its March 2026 filing.
Todd Rebori is Partner of AtwoB, based in Katonah, New York. He provides comprehensive financial planning, investment and wealth management services. He was previously Chief Investment Officer at Clarfeld, which he joined in 2008, and before that spent six years (2002-2008) at Brown Brothers Harriman as a fixed income portfolio manager and product manager.
Professional designations
Listed by Point B Planning
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Richard Rebori is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2017; the most recent is New York, in October 2021.
- New YorkSince 31 October 2021
- TexasResidentSince 14 July 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 26 March 2004 |
| Series 7 | General Securities Representative Examination | 24 November 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Todd Rebori
- CRD
- 4707220
- Firm
- Point B Planning · CRD 172961
- Role
- Principal
- Office
- 23 PARKWAY, 2ND FLOOR, Katonah, NY 10536
- Registration
- Investment adviser registration
- In the industry since
- July 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- atwob.com
Where does Richard Rebori work?
Richard Rebori has been Principal of Point B Planning, LLC since August 2014, and is a control person of the firm.
Is Richard Rebori a financial advisor?
Yes. Richard Rebori has a current investment-adviser registration in New York and Texas, through Point B Planning since July 2017.
How many years of experience does Richard Rebori have?
Richard Rebori has 9 years in the financial industry, since July 2017, across 1 adviser firm.
What exams has Richard Rebori passed?
Richard Rebori has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2003.
Where is Richard Rebori based?
Richard Rebori’s registered office is in Katonah, NY.
Is Richard Rebori registered with FINRA?
No. Richard Rebori has no current broker registration.
Is Richard Rebori a CFA charterholder?
Point B Planning lists Richard Rebori with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Richard Rebori’s record?
Search CRD 4707220 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Rebori’s full registration record.
